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What dynamic variables can I use in ZipBooks emails?

Dynamic variables are shortcuts that you can use within your ZipBooks email templates to personalize an email, while also helping you to save time. Use these variables in emails you send with invoices, estimates, and payment reminders, as well as on customer invoices that you set up through recurring profiles. ZipBooks recognizes a variable by the use of double colons (“::”) before and after a word or set of words.

For example, if you want to have the current day added into a specific place in your email, you would use the following:

    ::day::

If you want to add your company phone number, without needing to go in and fix it in your templates if your number changes, use the following command:

    ::company_phone::

You can even pull the amount due on an invoice you’re sending a reminder for by using this command:

    ::amount_due::

Use this command to format your default invoice emails: 

    ::invoice_box::

 

 Here’s an example of how you might use variables in a default email:

     You’ve got a new invoice from ::company_name:: for ::amount_due::.                                                                                                     View your invoice here:

               ::invoice_box::

       Thanks, ::company_name::
 

Dynamic variables are fantastic for efficiency and make it so your templates don’t have an expiration date. The variables will change as the time or data you specify changes.

Here are all the different variables you can use:

Invoice variables

Studies show that a personalized email can go a long way in getting paid faster. The variables listed below give you the tools you need to take your emails from a forgettable email template to an email written just for them. We’re committed to getting you paid faster and this is just one more way we’re delivering on that commitment.

System variables

::day::Current calendar day
::day+1::Next calendar day
::day-1::Previous calendar day
::day_week::Current day of the week (e.g. Tuesday)
::month::Current month
::month+1::Next month
::month-1::Previous month
::today::Today’s date
::today_intl::Today’s date (international)
::year::Current year
::year+1::Next year
::year-1::Previous year

Your account variables

::company_address::Company address line
::company_address2::Company address line 2
::company_city::Company city
::company_country::Company country
::company_name::Company name
::company_phone::Company phone
::company_state::Company state/province
::company_zip::Company zip/postal code
::company_description::Company description
::company_website::Company website link

Invoice variables

::amount_due::Invoice total amount
::amount_paid::Invoice amount paid
::amount_subtotal::Invoice subtotal amount
::amount_tax::Taxes Invoiced total
::discount::Invoice discount rate
::days_past_due::Number of days past due date
::invoice_box::Invoice Box
::invoice_number::Invoice number
::invoice_po::Related PO #
::link::Invoice link (web version)
::link_pdf::Invoice link (pdf version)
::terms::Default invoice terms
::notes::Default invoice notes

Contact variables

::contact_name::Contact name
::customer_name::Customer name
::first_name::First name
::last_name::Last name
::payer_name::Payer name

Estimate variables

When you’re bidding on new work, a lot goes into that process. A professional estimate with well-organized information on what they’re getting for their money is a start, but sometimes it’s the way you communicate that value that seals the deal. Below are some tools you can use to win more bids in style.

System variables

::day::Current calendar day
::day+1::Next calendar day
::day-1::Previous calendar day
::day_week::Current day of the week (e.g. Tuesday)
::month::Current month
::month+1::Next month
::month-1::Previous month
::today::Today’s date
::today_intl::Today’s date (international)
::year::Current year
::year+1::Next year
::year-1::Previous year

Your account variables

::company_address::Company address line
::company_address2::Company address line 2
::company_city::Company city
::company_country::Company country
::company_name::Company name
::company_phone::Company phone
::company_state::Company state/province
::company_zip::Company zip/postal code
::company_description::Company description
::company_website::Company website link

Estimate variables

::amount_due::Estimate amount total
::amount_subtotal::Estimate subtotal amount
::amount_tax::Estimated taxes total
::days_past_due::Number of days past due date
::discount::Estimate discount rate
::estimate_number::Estimate number
::estimate_po::Related PO #
::link::Estimate link (web version)
::link_pdf::Estimate link (pdf version)
::notes::Default estimate notes
::terms::Default estimate terms

Contact variables

::contact_name::Contact name
::customer_name::Customer name
::first_name::First name
::last_name::Last name
::payer_name::Payer name

Receipt variables

When you send a receipt, you want customers to be sure that their payment went through for the correct person and the correct amount.  Use the following variables in your receipt template to save time and personalize communication.

System variables

::day::Current calendar day
::day+1::Next calendar day
::day-1::Previous calendar day
::day_week::Current day of the week (e.g. Tuesday)
::month::Current month
::month+1::Next month
::month-1::Previous month
::today::Today’s date
::today_intl::Today’s date (international)
::year::Current year
::year+1::Next year
::year-1::Previous year

Your account variables

::company_address::Company address line
::company_address2::Company address line 2
::company_city::Company city
::company_country::Company country
::company_name::Company name
::company_phone::Company phone
::company_state::Company state/province
::company_zip::Company zip/postal code
::company_description::Company description
::company_website::Company website link

Receipt variables

::amount_due::Receipt amount due
::invoice_link::Invoice link
::invoice_number::Invoice number
::payee_name::Payee name
::payment_amount::Payment amount
::payment_date::Payment date
::payment_method::Payment method
::receipt_view_button::Button to view receipt
::reference_number::Receipt reference number

Contact variables

::contact_name::Contact name
::customer_name::Customer name
::first_name::First name
::last_name::Last name
::payer_name::Payer name

Review invite variables

Writing texts and emails that are personal and match your brand will increase the likelihood of customers reviewing you.  Use the following dynamic variables—personalized text shortcuts—to reach customers more personally and save you time.

System variables

::day::Current calendar day
::day+1::Next calendar day
::day-1::Previous calendar day
::day_week::Current day of the week (e.g. Tuesday)
::month::Current month
::month+1::Next month
::month-1::Previous month
::today::Today’s date
::today_intl::Today’s date (international)
::year::Current year
::year+1::Next year
::year-1::Previous year

Your account variables

::company_address::Company address line
::company_address2::Company address line 2
::company_city::Company city
::company_country::Company country
::company_name::Company name
::company_phone::Company phone
::company_state::Company state/province
::company_zip::Company zip/postal code
::company_description::Company description
::company_website::Company website link

Contact variables

::contact_name::Contact name
::customer_name::Customer name
::first_name::First name
::last_name::Last name
::payer_name::Payer name

 

Just one last note: Even though we organized variables in different sections for an easy read, you can use all of these variables in any email template in ZipBooks.

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